 BRITISH AMERN TOB PLC SPONSORED ADRBTI |
| 6.24% | 4.4% | $10.0M | 162,691 | $7.3M | 124,498 | +38,193+30.68% | Add |
 PHILIP MORRIS INTL INCPM |
| 5.93% | 6.2% | $9.5M | 52,754 | $10.3M | 62,120 | -9,366-15.08% | Reduce |
 MCDONALDS CORPMCD |
| 5.24% | 2.37% | $8.4M | 31,188 | $3.9M | 12,641 | +18,547+146.72% | Add |
 WALMART INCWMT |
| 5.11% | 3.22% | $8.2M | 72,643 | $5.3M | 42,881 | +29,762+69.41% | Add |
 DOLLAR GEN CORP NEWDG |
| 4.9% | 4.45% | $7.9M | 68,544 | $7.4M | 62,125 | +6,419+10.33% | Add |
 COCA COLA COKO |
| 4.7% | 3.48% | $7.6M | 93,123 | $5.8M | 75,888 | +17,235+22.71% | Add |
 PERFORMANCE FOOD GROUP COPFGC |
| 4.32% | 4.11% | $7.0M | 62,295 | $6.8M | 79,402 | -17,107-21.54% | Reduce |
 ROYAL CARIBBEANRCL |
| 4.06% | 4.49% | $6.5M | 20,611 | $7.4M | 27,014 | -6,403-23.70% | Reduce |
| DDUTCH BROS INCBROS |
| 3.8% | 2.98% | $6.1M | 85,217 | $4.9M | 97,361 | -12,144-12.47% | Reduce |
 DOLLAR TREE INCDLTR |
| 3.68% | 4.13% | $5.9M | 49,002 | $6.8M | 62,389 | -13,387-21.46% | Reduce |
 BURLINGTON STORES INC COMBURL |
| 3.48% | 4.28% | $5.6M | 17,676 | $7.1M | 21,774 | -4,098-18.82% | Reduce |
| WWINGSTOP INCWING |
| 3.27% | 2.96% | $5.3M | 30,326 | $4.9M | 31,584 | -1,258-3.98% | Reduce |
 TJX COS INC NEWTJX |
| 3.1% | 3.19% | $5.0M | 32,903 | $5.3M | 33,061 | -158-0.48% | Reduce |
 CONSTELLATION BRANDS INCSTZ |
| 3.09% | 3.6% | $5.0M | 35,727 | $6.0M | 39,774 | -4,047-10.17% | Reduce |
 ADVANCE AUTO PARTS INCAAP |
| 2.88% | 3.34% | $4.6M | 74,514 | $5.5M | 104,953 | -30,439-29.00% | Reduce |
 CHURCH & DWIGHTCHD |
| 2.57% | 3.06% | $4.1M | 42,689 | $5.1M | 54,327 | -11,638-21.42% | Reduce |
 CELSIUS HLDGS INCCELH |
| 2.48% | 2.47% | $4.0M | 136,373 | $4.1M | 115,248 | +21,125+18.33% | Add |
| EE L F BEAUTY INCELF |
| 2.34% | 2.05% | $3.8M | 50,899 | $3.4M | 56,038 | -5,139-9.17% | Reduce |
| PPAPA JOHNS INTL INCPZZA |
| 2.23% | 2.44% | $3.6M | 97,735 | $4.0M | 124,574 | -26,839-21.54% | Reduce |
 AMAZON COM INCAMZN |
| 2.11% | 3.54% | $3.4M | 14,276 | $5.9M | 28,170 | -13,894-49.32% | Reduce |
| FFRESHPET INCFRPT |
| 1.96% | 1.99% | $3.2M | 53,385 | $3.3M | 55,879 | -2,494-4.46% | Reduce |
 COLGATE PALMOLIVE COCL |
| 1.89% | 1.27% | $3.1M | 33,269 | $2.1M | 24,688 | +8,581+34.76% | Add |
 DOMINOS PIZZA INCDPZ |
| 1.68% | 2.09% | $2.7M | 9,162 | $3.5M | 9,638 | -476-4.94% | Reduce |
| NNORWEGIAN CRUISE LINE HLDGS LT SHSNCLH |
| 1.53% | 1.68% | $2.5M | 116,885 | $2.8M | 148,840 | -31,955-21.47% | Reduce |
 ALBERTSONS COMPANIES INCACI |
| 1.42% | 1.81% | $2.3M | 168,510 | $3.0M | 175,905 | -7,395-4.20% | Reduce |
 BOSTON BEER INCSAM |
| 1.31% | 2.11% | $2.1M | 11,897 | $3.5M | 15,137 | -3,240-21.40% | Reduce |
| MMONSTER BEVERAGE CORP NEW COMMNST |
| 1.22% | 0.8% | $2.0M | 20,461 | $1.3M | 18,284 | +2,177+11.91% | Add |
 CHIPOTLE MEXICAN GRILL INCCMG |
| 1.2% | 1.4% | $1.9M | 56,730 | $2.3M | 72,309 | -15,579-21.55% | Reduce |
| WWYNDHAM HOTELS & RESORTS INCWH |
| 1.15% | 1.37% | $1.8M | 21,962 | $2.3M | 27,972 | -6,010-21.49% | Reduce |
 US FOODS HLDG CORPUSFD |
| 1.12% | 0.69% | $1.8M | 17,689 | $1.1M | 12,464 | +5,225+41.92% | Add |
| VV F CORPVFC |
| 1.07% | 0.79% | $1.7M | 103,279 | $1.3M | 76,760 | +26,519+34.55% | Add |
 KIMBERLY-CLARK CORPKMB |
| 1.04% | 1.13% | $1.7M | 15,317 | $1.9M | 19,466 | -4,149-21.31% | Reduce |
 HILTON WORLDWIDE HLDGS INCHLT |
| 0.92% | 1.06% | $1.5M | 4,506 | $1.7M | 5,746 | -1,240-21.58% | Reduce |
 ANHEUSER BUSCH INBEV SA NV SPONSORED ADRBUD |
| 0.91% | — | $1.5M | 17,708 | $0 | 0 | +17,708 | New Buy |
| SSIX FLAGS ENTERTAINMENT CORPFUN |
| 0.82% | 0.85% | $1.3M | 62,210 | $1.4M | 79,293 | -17,083-21.54% | Reduce |
 MONDELEZ INTL INC CL AMDLZ |
| 0.76% | 0.94% | $1.2M | 21,282 | $1.6M | 27,079 | -5,797-21.41% | Reduce |
 TEXAS ROADHOUSE INC CLASS ATXRH |
| 0.75% | 0.89% | $1.2M | 6,284 | $1.5M | 8,895 | -2,611-29.35% | Reduce |
 AUTOZONE INCAZO |
| 0.75% | 0.55% | $1.2M | 376 | $912,001 | 270 | +106+39.26% | Add |
 MCCORMICK & CO INC COM NON VTGMKC |
| 0.7% | 1.9% | $1.1M | 22,380 | $3.2M | 62,491 | -40,111-64.19% | Reduce |
| BB & G FOODS INCBGS |
| 0.65% | 0.77% | $1.0M | 262,179 | $1.3M | 264,921 | -2,742-1.04% | Reduce |
 CHOICE HOTELS INTL INCCHH |
| 0.62% | 0.72% | $1.0M | 9,085 | $1.2M | 11,533 | -2,448-21.23% | Reduce |
 LEVI STRAUSS & CO NEWLEVI |
| 0.59% | 0.39% | $952,876 | 38,376 | $651,144 | 35,216 | +3,160+8.97% | Add |
 TRAVEL PLUS LEISURE COTNL |
| 0.4% | 0.45% | $647,668 | 8,474 | $744,969 | 10,767 | -2,293-21.30% | Reduce |
